HALBERT HARGROVE GLOBAL ADVISORS, LLC NTSI Holdings History
HALBERT HARGROVE GLOBAL ADVISORS, LLC's WisdomTree International Efficient Core Fund Holding Summary
As of 2025-03-31, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 3.14 Mil shares of WisdomTree International Efficient Core Fund(NTSI), totaling $119.30 Mil. This investment constitutes 6.74% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 32.22% of the outstanding WisdomTree International Efficient Core Fund(NTSI) stock.
The initial trade took place in 2021Q4. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 12 purchases of NTSI, at an average price of $35.85, for a total of 3.28 Mil shares. In addition, there have been 2 sales at an average price of $37.40 for 143,201.00 shares. Based on historical transaction data and NTSI's current price of $40.14, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his NTSI holdings is $13.71 Mil, reflecting a 11.65% gain to date.
HALBERT HARGROVE GLOBAL ADVISORS, LLC NTSI ($40.14) Holding Chart
HALBERT HARGROVE GLOBAL ADVISORS, LLC NTSI ($40.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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